Ryan & Wetmore, PC · 12 hours ago
FINANCIAL CONSULTANT – ACCOUNT MANAGER
Bethesda, MD
Full-time
Onsite
Mid, Senior LevelRyan & Wetmore, PC is seeking a Financial Consultant – Account Manager to manage a defined book of business and serve as a strategic advisor to clients. The role involves overseeing client needs, conducting strategic assessments, and contributing to the growth of the firm's consulting practice.
Accounting
Responsibilities
Manage and maintain an assigned book of business, ensuring consistent, proactive communication and strategic oversight
Serve as the primary advisor for clients on financial, benefits, and operational matters
Manage day‑to‑day client inquiries, resolving issues promptly and professionally
Build and strengthen relationships through ongoing outreach, education, and tailored service delivery
Conduct client needs analyses and strategy calls to identify risks, opportunities, and evolving requirements
Advise clients on cost‑saving opportunities while maintaining competitive benefits options
Assist clients with required tax‑related payments, filings, or compliance support
Lead enrollment meetings and participate in client presentations as needed
Communicate industry trends, emerging needs, and regulatory changes to clients, consistent with the advisory expectations in the Finance Consultant role
Provide high‑quality financial analysis and written reports to support strategic decision‑making, in keeping with existing Finance Consultant work products
Delegate tasks and manage workflow for internal service team members, ensuring accurate and timely deliverables
Provide leadership within the extended service team by supporting training, collaboration, and process efficiency
Manage complex accounts and ensure exceptional service delivery across all engagements
Support firm initiatives by participating in marketing events and representing the firm in a professional manner
Identify and pursue cross‑sell opportunities to expand client service offerings
Assist in the growth of the consulting practice through relationship expansion and market insights
Contribute to firm projects and new service development, aligned with the Finance Consultant’s responsibility to explore new ways to add value
Qualification
Required
Self‑motivated, disciplined, and able to operate with minimal supervision
Strong written and verbal communication skills
Highly organized and attentive to detail
Demonstrated leadership capabilities and comfort working at a strategic advisory level
Ability to thrive in a fast‑paced, client‑focused environment
Strong technological capabilities, including proficiency with databases and financial systems
Proficiency in Microsoft Office Suite, consistent with expectations in the Finance Consultant role
Preferred
Bachelor's Degree preferred
Familiarity with quoting tools and processes (preferred)
Benefits
Health, Dental, and Vision Insurance
Paid Time Off and Holidays
401(k) with employer contribution
Professional development and continuing education opportunities
Flexible work options
Participation in firmwide programs and events
Company
Ryan & Wetmore, PC
In 1988, co-founders Peter Ryan & Michael Wetmore saw a need in the marketplace for an accounting firm that provided clients with customized services, offered proactive solutions and maintained regular communication.
Founded in 1988
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Traci Getz
Partner
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